The Prospect Research Associate supports the strategic goals of the Data Analytics and Prospect Research (DAPR) department and the Lucile Packard Foundation for Children's Health. Through prospect identification, research, data acquisition, data analysis and data monitoring, the Associate deepens the Foundation's institutional knowledge and data integrity of its prospects by playing a vital role in helping the Foundation meet its goals for fundraising, engagement, communications, and stewardship.
GENERAL POSITION DUTIES AND RESPONSIBILITIES
Under the direction of the Assistant Director, the essential duties of the DAPR Associate include:
• Proactively identify, research, and analyze new and existing donors and prospects for gift cultivation
• Respond in a timely manner to all research inquiries which may include financial assets, potential for philanthropic support, business and professional affiliations, areas of interest and other Hospital affiliations.
• Interpret and analyze biographical and financial information on individuals, corporations and foundations, based on fundraising strategies and objectives to inform the fundraising process.
• Actively participate in portfolio review and prospect management strategy discussions.
• Write and edit succinct and informative prospect profiles and present information in a manner consistent with department standards.
• Monitor periodicals for relevant data on prospects; circulate to appropriate end-user and update database.
• Ensure the department's data collection activities are in line with goals and prospect records are fully filled-out.
• Support the team with technical projects and initiatives such as Tableau dashboards and predictive modeling as needed.
• Carry-out and assist in refining processes for database mining in search of promising prospects.
• Help to ensure department compliance with HIPAA regulations.
• Recommends new approaches, procedures and processes to effect continual improvements in efficiency of department and services performed.
• Regular and predictable attendance is required.
• Other duties as assigned.
NOTE: We are a dynamic organization in a rapidly changing industry. Therefore, the responsibilities associated with this position will change from time to time in accordance with LPFCH's business needs. More specifically, the incumbent may be required to perform additional and/or different responsibilities from those set forth above.
EDUCATION, SKILLS AND EXPERIENCE
• A Bachelor's Degree or equivalent experience
SKILLS, EXPERIENCE AND JOB RELATED REQUIREMENTS
• 2+ years of experience in information management in the areas of research, data maintenance and integrity.
• Experience analyzing data from varying sources.
• Demonstrated ability to complete assignments in a timely manner.
• Ability to locate and interpret financial and biographical information on current or prospective donors from a variety of sources.
• Highly developed verbal and written communication skills and the ability to communicate technical concepts to non-technical audiences.
• Highly organized with meticulous attention to detail and a demonstrated ability to produce error free work when performing a variety of functions such as typing, text editing, data entry, file management, and calculations is required
• High level of productivity and initiative
• Ability to exercise good judgement and handle confidential and sensitive information with the utmost discretion.
• Ability to handle multiple projects simultaneously in a fast-paced and busy environment.
• Demonstrated ability to work collaboratively with a diverse staff across an institution; strong team player with recognized leadership capacity and excellent interpersonal skills.
• Excellent verbal and written communication skills, including ability to communicate directly and effectively with others.
• Tactfulness, flexibility, and creativity are essential in working with diverse population groups (constituents, physicians, faculty, staff, vendors, etc.).
• Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint.
• Ability to work independently in a team environment.
• Proven ability to be resilient and adaptable in the face of changing priorities.
• A genuine interest in children and their health.
• Previous experience working in a non-profit environment.
• Previous experience in donor prospect research is preferred.
• Experience using Raiser's Edge and Tableau software programs is highly preferred.
The physical requirements described here are representative of those that are typical in our work environment (with our without accommodation) and may not apply to every position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee is frequently required to sit, talk, and hear. The employee is frequently required to use head and neck in a static position, twisting, and looking in all directions to include up and down.
The employee is frequently required to stand, walk, use whole hand to include fine finger dexterity, reach with hands and arms and crouch.
The employee may occasionally be required to lift and move up to 15 pounds.
Specific vision abilities that may be required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Typical job duties that may require the above physical abilities include:
Conducting presentations while seated or standing, walking to meetings, sitting at a desk, participating in business conversations, filing or retrieving files, reports and books from desks, cabinets, overhead shelves and low drawers, opening and closing drawers, cabinets and doors, Using a PC mouse and keyboard, viewing PC screens and focusing between reading materials and the PC screen, engaging in business writing, reading business related materials, viewing visuals for meetings and interpreting report data by color, answering and operating a telephone manually or using a headset, operating business machines to include telephones, PC's printers, copiers, mailing equipment.
The characteristics of the work environment described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employee will be exposed to mild to moderate stress levels associated with the performance of the job duties described above. There may be extended periods of computer and telephone use while performing job duties. Employee will be intermittently seated, standing and/or walking during the course of a normal business day. Some local travel using the employee's own vehicle or other mode of transportation is required. Some long distance travel may be required.
While the noise level in the work environment is usually low to moderate, as with most work environments employees will be exposed to routine office noise including office machines, phones, conversations between employees and/or constituents and visitors in the general office open spaces, offices, conference rooms, on phones and in break rooms.
As with any office environment, inside office temperatures may fluctuate and although we use Cal OSHA standards for temperature control, not all employees may find the temperature in their work area to be what they would prefer. Employees should dress appropriately for the temperature in their work area.
Our work environment consists of offices and cubicles, some of which are shared by two or more employees. Office and cubicle assignments change from time-to-time and employees should not have any expectation that any assignment is permanent.
*The above statements reflect the general details necessary to describe the principle functions of the position described and shall not be construed as a detailed description of all work requirements that may be inherent in the position. Other work may be assigned *
The Lucile Packard Foundation for Children's Health is an equal opportunity employer and as such is committed to equality of opportunity for all its employees. Reasonable accommodation will be considered for employees requiring such to perform the essential functions of this position.
SALARY AND BENEFITS
The compensation and benefits at the Lucile Packard Foundation for Children's Health are very competitive and among the best in the industry. We value and support life and work balance and encourage and support our employees in seeking opportunities to enhance their careers through ongoing development of their skills and abilities.
400 Hamilton Ave.
Palo Alto, CA, US 94301
Employment type:Full Time
Professional level:None specified